Year-Round Tax Services for nc-based service businesses
We take the stress and uncertainty out of your business finances, so you know for sure how much you can pay yourself and how much to pay in taxes.
The Tax Package is perfect for you if…
You’ve reached 500K in revenue or have a marketing plan to achieve it
You want someone looking at your changing situation year round, not just on your tax returns
You want to make sure you aren’t paying too much or too little on taxes based on your current income
You want to know how much you can actually pay yourself
You’ve worked with a CPA before but they only prepared a return for you and didn’t offer help or advising
What’s included
Our year-round consulting and support starts with your tax and accounting diagnostic. Following your diagnostic, we support you throughout the year to help you stay on track and make any adjustments as your year progresses and changes.
Tax & Accounting Diagnostic
Step 1: We analyze your current or set up your Accounting Software and Payroll Software
Step 2: We analyze your prior year financials as well as your prior year tax return and amend them, if necessary
Step 3: We start the implementation of any immediate tax savings strategies
Ongoing Support
Two consulting meetings (mid-year and year-end): We check in about anything that has come up personally and professionally during the year and make any necessary adjustments to your plan
Quarterly Tax Estimates: We update your quarterly estimates throughout the year - because we know it will change from quarter to quarter
Annual Income Tax Returns: When it come to filing your annual returns, we’ve got that handled too
Questions throughout the year: We’re here for those “quick questions” that come up, so you’re never left guessing
Add-ons
These services are not included in our tax package pricing but can be added al la carte.
Monthly QuickBooks Accounting
Additional consulting meetings
Budgeting and projections
How to Get Started
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Discovery
Click below to schedule a Discovery Call with RKKCPA. We’ll get to know a little about you and your business and determine if and how we can best meet your needs.
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Planning
We’ll meet to dig further into your business and your personal and professional goals. Then we get to work on your individual tax plan.
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Support
Focus on running your business (it’s what you do best!), knowing that we’re here to support you and your financial decisions throughout the year.
“RKK CPA has relieved so much stress come tax season for me. Being a Real Estate agent, we have SO many expenses and variables to track. Rebecca and her staff have really helped clarify anything confusing and made sure I understood all I can claim, things I hadn't even considered. It's made this time of year way less overwhelming! Thank you Rebecca and Amber!”
-Meghan Wine, Real Estate Agent
FAQs
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When you are our client, we are available to answer your tax and accounting questions throughout the year.
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The first month will include an onboarding and tax planning phase. After this initial tax planning phase is complete, your recurring services begin. We will refer back to this initial tax plan throughout the year to determine if actions need to be take.
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You will have a CPA from the RKK CPA staff working with you.
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All meetings will be held virtually, via Zoom or phone call, whichever is more appropriate for the scheduled meeting.
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Yes. We want our new clients to reap the benefits of the Tax Planning phase as soon as possible. Your CPA needs to understand your goals and establish a plan to advise you properly.
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Yes! It is a great way to test out our firm and decide if we’d be a good fit before changing accountants.
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You should expect to meet with your CPA 2-3 times in a three week process. Your CPA will meet with you to better understand your personal and business goals. Your CPA will present a tax plan to you and together you will decide which action items make most sense. Lastly, your CPA will assist in implementing any required actions following the tax plan.
